Designing a Fee-only financial plan for our clients is the heart of our business, because in the more than 30 years since our founding, we’ve learned that creating and sticking to a comprehensive financial plan is the key to reaching lifelong financial goals.
However, a financial plan must be designed only after understanding the many facets of a client’s financial life—goals and objectives, savings and assets, and unique life circumstances. We uncover these details during the financial planning process, which consists of a series of meetings where we learn all about you and design a plan that is unique to you and your family’s needs. Only after assessing a client’s entire financial situation do we recommend pertinent financial planning strategies that focus on creating and protecting wealth; managing risk, debt and taxation; and planning your estate after you pass on.
Every client is different and your plan should be too. Your unique risk appetite, savings needs, charitable goals, and life expectancies all influence your financial plan. By focusing on YOU and your unique needs, we can better help you reach your financial goals
Many financial planners receive commissions from fund companies for sending them business and as a result are inclined to steer you towards investment that help their bottom line At Squam Lakes Financial Advisors we believe there is a better way to deliver financial advice – the fee-only way – and we’ve helped lead the fee-only financial plan movement over the last 30 years.
While our personal fee-only financial planning services benefit clients in all stages of life, we specialize in the following areas:
We are also experienced business financial advisors and have helped many businesses and their owners overcome financial challenges and meet their financial goals.
We provide comprehensive personal financial planning services to clients throughout New Hampshire, including Plymouth, Portsmouth, Manchester, Nashua, Concord, Holderness, and the New Hampshire Lakes Region. We also serve clients in Vermont, Maine, and Massachusetts.
Our team develops a plan and also acts as your advocate and advisor to keep you on the path to your goals.
Comprehensive Financial Plan
This plan ensures that all major personal and financial areas are addressed. At the end of this process, our client receives a complete Comprehensive Financial Plan.
Our client receives recommendation for succession planning, employee benefit packages, and more. In addition, we serve as a part time Chief Financial Officer for our client’s business.
An hourly engagement is best for clients who do not need a full Comprehensive Financial Plan. Clients who have a specific question that needs to be answered or a specific situation that needs to be addressed can work with us on a per-hour basis.
If multiple issues develop, a full comprehensive plan may be recommended
At Squam Lakes Financial Advisors, We Are On Our Client’s Side.